For a while now, myself and my fellow data schoolers have been saying that we need to tidy our Tableau training workbooks up as we have over 100 sheets and plenty of calculated fields. The other week I noticed these folder icons in one of the coaches workbook and I had to ask how to!
The great part is that it is really simple…
When Tableau imports data and we are looking at it in our worksheet, it defaults to ‘Group by Data Source Table’. We want to change this and make it ‘Group by folder’.
Next we want to select the fields we want to put into the folder, to do this hold down the Control or the Cmd key and click on each field. Once all selected, right click on one of the selected fields and under the sub-menu ‘Folders’, select ‘Create folder…’.
You can then name your folder and you will end up with something like this:
To add or remove fields to this folder you right click on the field you wish to move and under the ‘Folders’ sub-menu as shown above, select the relevant option.
So there you have it, a quick and easy way to organise your fields in Tableau.
If you have any queries please leave a comment below or contact me on my twitter, @DriveMyData.